How we're doing

1 Jun 2026 to 6 Nov 2026, by month. Compared with the 6 months before (1 Dec 2025 to 31 May 2026). Click any bar to see what's behind it.
How the business is doing, in charts. Choose a tab for the question you're asking.How it works
  • Money: what you invoiced, what came in, profit after costs, and who still owes you.
  • Sales: deals won, what's likely to close, win rate and outreach.
  • Channels: how clients found you, and what each route has earned. Clients: client health and recurring care plan income.
  • Delivery: team capacity, hours, partner spend and client site traffic. Team: who's been doing what.
  • Everything is worked out from what's already in the Studio, so there's nothing to fill in here. Pick a date range on the right; most charts compare it with the period before (the dashed line).
This monthLast month3 months6 months12 monthsThis year
to
Won
£72,300
123%vs £32k before
8 deals
Win rate
67%
12%vs 60% before
8 won · 4 lost
Average deal
£9,038
16%vs £11k before
Days to win
23
21%vs 30 before
Deal created to won
Pipeline, weighted
£47,835
£118,050 across 14 deals
Outreach replies
8
100%vs 0 before
21% of 39 emails · 7 calls booked (0 before)

Deal hygiene

3 of 14 open deals need tidying. Accurate deals keep the forecast and reports right.

  • No activity in 14 days0
  • Close date has passed0
  • No value0
  • No source0
  • No contact0

Won

Value of deals won, by when they closed

  • Won
  • Total, the 6 months before

Expected to close

Open deals by expected close date, weighted by stage. 3 deals have no date and aren't shown.

Pipeline by stage

All open deals now. Pink is what they're likely worth.

  • Weighted
  • Rest of the value

Win rate

Of deals closed in each period

Where work comes from

Deals started in this period, by source

Outreach

Emails to prospects and automatic follow-ups sent from the Studio, and calls booked

  • Emails sent
  • Opened
  • Replied
  • Calls booked
Target pacing
£20,000 a month · average deal £9,518 · 69% of proposals accepted
On paceHow we're doing ↗
November£6,500 won + £26,800 likelyCovered
December£0 won + £18,930 likely£1,070 short
About 1 more proposal for December would close the gap, at your usual deal size and acceptance rate.
January£0 won£20,000 short
About 4 more proposals for January would close the gap, at your usual deal size and acceptance rate.

Dark: won. Grey: open deals weighted by stage, by expected close date (£2,105 more has no close date set). Pink line: target.

Why we win and lose
From 6 quick reviews on closed deals, last 12 months · 11 closed deals still to review
Won (3)
  • Quality of our work2
  • 50/50 payment terms1
  • Rapport on the First Impressions Call1
  • Clear proposal1
  • Referral or trust1
Lost (3)
  • Timing, not now1
  • Price or budget1
  • Went with another agency1
Lost to
A legal-sector specialist agency1
What we said
To review: Harbour Lane Bakery brand and website, Thornbury Physiotherapy website, Larkspur Gin Co. Shopify store, Kiln Street Coffee website, Meadowcroft Builders website
Outreach funnel
All prospects, all time
  • Researched32
  • Contacted20 · 63%
  • Replied7 · 35%
  • Meeting booked4 · 57%
  • Won2 · 50%
Outreach by sector
Which kinds of business reply, all time
SectorProspectsContactedReply rateWon
Trades & construction6540%0
Health & wellbeing630%0
Professional services4333%0
Property220%0
Hospitality410%0
Logistics310%0
Retail & ecommerce31100%0
Bakery and café11100%1
Facilities services110%0
Education & childcare11100%0
Café11100%1
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal